Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Boca Raton, United States

Name: Estate planning architects based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 65 companies tracked

RevenueBase identified 65 company matches for estate planning architects associated with Boca Raton, United States as of October 2026 and tracks 288 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Boca Raton has 65.

This list covers company matches for estate planning architects associated with Boca Raton, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

65Companies

288Contacts tracked

131Verified emails

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The 25 largest estate planning architects based in Boca Raton, United States

Ranked by team size

Top 25 of 65 company matches for estate planning architects based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ellis LAW Group, P.L	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	17 contacts →
	Exact match “A boutique law firm located in Boca Raton, Florida, with a practice limited to tax, estate planning, probate & trust law, and related litigation and commercial matters.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	LTAX	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	14 contacts →
	Exact match “LTax is a boutique tax firm emphasizing personalization, communication, and initiative-taking responsiveness.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Redgrave & Rosenthal LLP	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Redgrave & Rosenthal LLP is a boutique law firm in Boca Raton, Florida.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Katz Baskies & Wolf Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Huth, Pratt & Milhauser, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	12 contacts →
	Exact match “HPM is a well-established Estate Planning Law firm that specializes in all aspects of wealth transfer.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Horton LAW Group, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “The Horton Law Group is committed to excellence – our practice is based on our clients needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Archer Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Aurelius Legacy Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Baron Silver Stevens Financial Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Howard Kaye Insurance Agency, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Vanness Law, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “VanNess Law PLLC is a concierge type law firm assisting clients and advisors across the county in the implementation of wealth transfer and business strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Lowell Newman	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Lowell Newman uses little-known legal solutions to help high-net-worth families shelter wealth from excessive taxation and substantially enhance multi-generational legacy planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Guerra TAX And Wealth Planning, PA	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Guerra TWP assists high net worth individuals, business owners and their families in the establishment of trusts and business entities designed to- Minimize and/or eliminate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	HH LAW	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “HH Law, based in Boca Raton and Delray Beach, Florida, focuses on comprehensive estate planning services, probate and trust administration, tax matters, and asset protection…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Amid an ever-changing investment landscape, we believe investors will want to work with and confide in a firm that will consistently guide them through the intricacies of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Daniels LAW Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	11-50	3 contacts →
	Exact match “Daniels Law Group is a boutique law firm with offices in Florida, New York and Brazil.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	BFA Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At BFA Wealth Management, we work with high-income professionals facing concentrated stock, equity compensation, and complex tax decisions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Westchester Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Westchester Financial Group is an International consulting company which acts in a global, agile and versatile manner in international asset protection, tax and estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Matrix Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Millman LAW Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Wills.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Miller Wealth Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “estate planning architects”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 65 estate planning architects based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 131 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in Boca Raton, United States at a glance

As of Oct 12, 2026

45.5%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 65 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boca Raton, United States whose business descriptions match “estate planning architects” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 131 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Estate planning architects by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning architects”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning architects are there based in Boca Raton, United States?

RevenueBase identified 65 company matches for estate planning architects associated with Boca Raton, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ellis LAW Group, P.L tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most estate planning architects?

New York leads the United States with 219 company records, followed by Houston (141) and San Diego (134). Boca Raton has 65.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 131 professional contacts with verified work emails tracked across these 65 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.